Kingdom Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kingdom Financial Group’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Buy	3,976 +1,210	+44%	+$104K	0.09%	107
2026 Q1	$240K	Buy	2,766 +144	+5%	+$12.7K	0.07%	137
2025 Q4	$229K	Buy	+2,622	New	+$234K	0.07%	138
2025 Q2	–	Sell	-2,303	Closed	-$210K	–	69
2025 Q1	$210K	Sell	2,303 -346	-13%	-$30.8K	0.15%	45
2024 Q4	$231K	Sell	2,649 -394	-13%	-$36.3K	0.16%	47
2024 Q3	$299K	Sell	3,043 -250	-8%	-$24.1K	0.22%	38
2024 Q2	$302K	Buy	3,293 +152	+5%	+$13.8K	0.2%	40
2024 Q1	$297K	Buy	+3,141	New	+$297K	0.21%	45
2023 Q4	–	Sell	-3,344	Closed	-$297K	–	84
2023 Q3	$297K	Buy	3,344 +57	+2%	+$5.48K	0.28%	57
2023 Q2	$338K	Buy	+3,287	New	+$341K	0.33%	49

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingdom Financial Group's TLT Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 44% in Q2 2026, buying an estimated $104K and bringing the position to 3,976 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #107.

Kingdom Financial Group first reported a position in TLT in Q2 2023 and has held it in 10 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Kingdom Financial Group held 3,976 shares of iShares 20+ Year Treasury Bond ETF worth $344K as of Q2 2026.
Kingdom Financial Group bought 1,210 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $104K.
iShares 20+ Year Treasury Bond ETF made up 0.09% of Kingdom Financial Group's portfolio in Q2 2026, its #107 holding.
Kingdom Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.